The Good, The Bad, and The Ugly
Latest issue of the Swan Quarterly Newsletter regarding the Defined Risk Strategy
A look at the world of managed finance from Durango, CO and elsewhere…
From the desk of Randy Swan
Read the latest issue of the GBU here:
Swan Quarterly Newsletter Contents
Randy Swan and the investment team compile market insights, strategy and portfolio analysis into this regular quarterly newsletter. This quarterly publication also provides investors and professionals alike with a range of updates regarding various investment solutions, Swan content releases, important events, and more.
The Defined Risk Strategy is a unique investment approach that can be applied to a range of asset classes and has been incorporated into a number of investment solutions, including 40 Act mutual funds, separately managed accounts, a custom overlay and Collective Investment Trusts (CIT).